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OLD PORT ADVISORS
Tel: 207-774-6552
130 Middle Street 2nd Floor
Portland, Maine 04101-7104
OLD PORT ADVISORS
OLD PORT ADVISORS is a Portland, Maine based financial advisory firm with nearly $698,391,919 in assets under management and provides investment advisory services for 2276 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
108228
SEC#:
801-60130
No. of Clients:
2276
Assets under Management
$698,391,919
No. of Advisors:
12
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